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Oppenheimer Holdings (OPY) Stock Price & Analysis
OPY Stock Chart & Stats
- Day’s Range
- $82.39 - $87.86
- 52-Week Range
- $63.81 - $125.88
- Previous Close
- $86.20
- Volume
- N/A
- Average Volume (3M)
- 114.76K
- Market Cap
- $914.44M
- Enterprise Value
- $2.74B
- Total Cash (Recent Filing)
- $1.44B
- Total Debt (Recent Filing)
- $1.39B
- Price to Earnings (P/E)
- 10.5
- Beta
- 1.03
- Next Earnings
- Jan 22, 2027 (Est.)
- EPS Estimate
- N/A
- Last Dividend Ex-Date
- Aug 14, 2026
- Dividend Yield
- 2.04%
Bulls Say, Bears Say
Bulls Say
Diversified Financial Services
Oppenheimer operates across several fee-generating financial businesses serving individuals, institutions, and corporations. This breadth diversifies revenue sources across client activity, capital raising, advisory work, trading, and managed assets, supporting resilience through changing market cycles.
Profitable Core And Manageable Leverage
The company remains profitable while maintaining leverage below one times equity, with sizable equity support of approximately $991 million. Positive operating profitability and a relatively manageable balance sheet provide a foundation for continued investment and resilience when capital-markets conditions soften.
Recent Operating Growth
Strong second-quarter growth and record client assets indicate improving activity across wealth management and capital markets. Higher commissions, advisory fees, and investment banking revenue can strengthen earnings capacity, while expanding assets may support recurring client-related fees over subsequent periods.
Bears Say
Recent Revenue And Margin Slowdown
Despite remaining profitable, the latest trailing period shows weaker revenue and a step-down in margins from the prior year. This suggests earnings momentum is not yet consistently durable and leaves results exposed if lower activity or less favorable mix persists across capital-markets businesses.
Volatile Cash Conversion
Current free cash flow is positive and exceeds net income, but the sharp year-over-year deterioration and prior periods of negative cash generation show uneven conversion from reported earnings. Such volatility can limit internally funded growth and make financial performance less predictable through business cycles.
Elevated Operating Expenses
Rising compensation, production, legal, and technology costs can absorb part of the benefit from stronger revenue and investment banking activity. If these expenses remain elevated, they may constrain margin recovery and reduce the portion of operating growth that reaches shareholders over the next several quarters.
Oppenheimer Holdings News
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Oppenheimer Holdings Stock Smart Score
Company Description
Oppenheimer Holdings
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
- Sector
- Financial
- Industry
- Financial - Capital Markets
- CEO
- Robert Steven Lowenthal
- Employees
- 2,947
- Website
- www.oppenheimer.com
- Address
- 85 Broad Street, New York City, NY, 10004, US
Oppenheimer Holdings (OPY) Earnings & Revenues
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 4 | 14 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 0 | 0 | 12 |














